Geneos Wealth Management Inc. First Tr ETF Fd Iv First Tr Lo Put Options Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LMBS
# of Institutions
451Shares Held
82MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$627 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$450 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$247 Million0.06% of portfolio
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Ubs Group Ag4.13MShares$201 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.41MShares$166 Million0.07% of portfolio